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Connect with Jeff Sarti:
Website: https://www.mortonwealth.com/
X: @SartiJeff
LinkedIn: https://www.linkedin.com/in/jeff-sarti-mortonwealth/
Timestamps:
00:00 Introduction and Guest Welcome
00:42 Jeff’s Unique Hobby: Fostering Kittens
02:45 Overview of Morton Wealth
03:42 Client Mindset and Investment Philosophy
06:20 Diversification and Resilient Portfolios
07:46 Exploring Alternative Asset Classes
15:34 The Importance of Liquidity
20:51 Investor Mindset and Behavioral Biases
25:35 Market Overconfidence and Investor Sentiment
26:08 Debt Levels and Economic Concerns
28:55 Gold as a Hedge Against Inflation
31:35 Crypto and Bitcoin: Perspectives and Hesitations
37:33 Diversification and Investment Strategies
41:39 Client Capital Deployment and Fund Structures
49:31 Market Outlook and Final Thoughts
Disclaimer:
The information presented herein is for educational purposes only and is not intended to constitute investment advice. Views and opinions expressed by the speakers are as of the date of the recording and are subject to change. It should not be assumed that Alt Funds Network and Morton Wealth will make recommendations in the future that are consistent with the views expressed herein. Morton and Alt Funds Network makes no representations as to the actual composition or performance of any asset class. The private investment opportunities discussed may only be available to eligible clients and can only be made after the client’ s careful review and completion of the applicable Offering Documents.
Morton Capital Management, LLC dba Morton Wealth is an SEC-registered investment adviser; however, such registration does not imply any level of skill or knowledge. There is risk of loss investing in securities, including the loss of the principal amount invested. Past performance is no guarantee of future results. You should consult with your attorney, finance professional or accountant before implementing any transactions and/or strategies concerning your finances.
